Lakeland Financial Corporation Strategic Asset Allocation Index
Lakeland Financial Corporation strategic asset allocation index. Lakeland Financial Corporation (LKFN) has a Strategic Asset Allocation Index of 155.8% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $1.16 Billion) total $1.16 Billion, measured against net assets of $747.50 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Lakeland Financial Corporation (LKFN) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Lakeland Financial Corporation (2000–2024)
Strategic asset allocation index of Lakeland Financial Corporation from 2000 to 2024. This chart shows how Lakeland Financial Corporation's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 155.8%, representing strategic assets of $1.16 Billion against net assets of $747.50 Million USD. Check LKFN tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Lakeland Financial Corporation Strategic Asset Allocation Index by Year (2000–2024)
Lakeland Financial Corporation strategic asset allocation index by year from 2000 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Lakeland Financial Corporation from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Lakeland Financial Corporation worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 164.2% | $1.12 Billion | $- | $1.12 Billion | $683.91 Million | ▼ -17.6 pp |
| 2023 | 181.8% | $1.18 Billion | $- | $1.18 Billion | $649.79 Million | ▲ +149.0 pp |
| 2022 | 32.8% | $186.70 Million | $58.10 Million | $128.60 Million | $568.89 Million | ▼ -174.0 pp |
| 2021 | 206.8% | $1.46 Billion | $59.31 Million | $1.40 Billion | $704.91 Million | ▼ -613.8 pp |
| 2020 | 820.6% | $5.39 Billion | $59.30 Million | $5.33 Billion | $657.18 Million | ▲ +36.8 pp |
| 2019 | 783.8% | $4.69 Billion | $60.15 Million | $4.63 Billion | $598.10 Million | ▲ +31.2 pp |
| 2018 | 752.7% | $3.93 Billion | $58.10 Million | $3.87 Billion | $521.70 Million | ▼ -64.8 pp |
| 2017 | 817.5% | $3.83 Billion | $56.47 Million | $3.77 Billion | $468.67 Million | ▲ +1.4 pp |
| 2016 | 816.1% | $3.49 Billion | $52.09 Million | $3.43 Billion | $427.07 Million | ▲ +30.3 pp |
| 2015 | 785.8% | $3.09 Billion | $46.68 Million | $3.04 Billion | $392.90 Million | ▲ +22.1 pp |
| 2014 | 763.6% | $2.76 Billion | $41.98 Million | $2.72 Billion | $361.38 Million | ▼ -21.4 pp |
| 2013 | 785.0% | $2.53 Billion | $39.34 Million | $2.49 Billion | $321.96 Million | ▲ +26.6 pp |
| 2012 | 758.4% | $2.26 Billion | $34.84 Million | $2.22 Billion | $297.83 Million | ▼ -56.7 pp |
| 2011 | 815.1% | $2.23 Billion | $34.74 Million | $2.19 Billion | $273.29 Million | ▲ +802.8 pp |
| 2010 | 12.3% | $30.41 Million | $30.41 Million | $- | $247.09 Million | ▲ +1.7 pp |
| 2009 | 10.6% | $29.58 Million | $29.58 Million | $- | $280.08 Million | ▼ -9.8 pp |
| 2008 | 20.4% | $30.52 Million | $30.52 Million | $- | $149.88 Million | ▲ +1.5 pp |
| 2007 | 18.8% | $27.52 Million | $27.52 Million | $- | $146.27 Million | ▼ -0.5 pp |
| 2006 | 19.3% | $25.18 Million | $25.18 Million | $- | $130.19 Million | ▼ -2.3 pp |
| 2005 | 21.7% | $24.56 Million | $24.56 Million | $- | $113.33 Million | ▼ -2.9 pp |
| 2004 | 24.6% | $25.06 Million | $25.06 Million | $- | $101.77 Million | ▼ -4.4 pp |
| 2003 | 29.1% | $26.16 Million | $26.16 Million | $- | $90.02 Million | ▼ -0.5 pp |
| 2002 | 29.5% | $24.77 Million | $24.77 Million | $- | $83.88 Million | ▼ -3.5 pp |
| 2001 | 33.0% | $24.25 Million | $24.25 Million | $- | $73.53 Million | ▼ -9.0 pp |
| 2000 | 42.0% | $27.30 Million | $27.30 Million | $- | $64.97 Million | — |